CreativeOne Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,153
-64.2%
5,189
-63.8%
0.16%
+3.3%
Q2 2023$6,007
+97.0%
14,344
+81.3%
0.15%0.0%
Q1 2023$3,049
+20.7%
7,910
+0.0%
0.15%
+7.9%
Q4 2022$2,526
-99.9%
7,907
+3.5%
0.14%
-1.4%
Q3 2022$2,349,000
+5.7%
7,643
+12.3%
0.14%
+17.5%
Q2 2022$2,222,000
-19.9%
6,805
+2.2%
0.12%
-16.7%
Q1 2022$2,774,000
-9.9%
6,660
-0.9%
0.14%
-5.3%
Q4 2021$3,079,000
+114.6%
6,721
+87.9%
0.15%
+81.0%
Q3 2021$1,435,000
-0.6%
3,576
-1.2%
0.08%
-5.6%
Q2 2021$1,443,000
+10.2%
3,620
-0.8%
0.09%
-10.1%
Q1 2021$1,309,000
-27.2%
3,651
-28.1%
0.10%
-33.6%
Q4 2020$1,797,000
+759.8%
5,078
+315.2%
0.15%
+43.3%
Q1 2018$209,0001,2230.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders